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Canadian Natural Rsrcs Stock Symbol: CNQ-T

Notes:70% oil 30% gas

Last Price Recorded: $36.6300 on 2014-12-22

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Date Signal Expert Opinion Price
2014-12-19 DON'T BUY Keith Richards

There is a certain amount of leverage that you have to pay attention to that comes from oil prices. The three-year chart shows a cup formation followed by a breakout this year. It reached a peak and then broke down through the last low. From a pure technical analysis point of view, this stock is now in a bear trend. Until it reverses, the potential target is around $28. He would not want to own this until it stops falling, bases, and then moves up.


Price:
$36.630
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2014-12-17 COMMENT David Baskin

An oil sands company does not have the exploration risks that conventional explorer producers have. One of the advantages that the big oil sands companies have is that a lot of their CapX has gone into their plant. For the maturer ones, like this and Suncor (SU-T), that money has already been spent, so you don’t have to replace every well after you have completed it. This makes it easier to turn the tap on and off in terms of production, because that is mostly labour. He likes the very deep resource pool and that they are becoming more efficient producers. Thinks their breakeven point is in the $50 barrel range. He feels that oil will probably stabilize in the $60s.


Price:
$34.530
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-16 COMMENT Mike S. Newton, CIM FCSI

There has not been a lot of money made on this name in the last 18 years. You have to be really careful with this. He is not interested in owning anything in the space at this time.


Price:
$32.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-12-12 COMMENT Jaime Carrasco

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? Likes them both, but his preference would be Suncor. Both companies are solid and have low cost of production. A 2.7% dividend yield.


Price:
$33.170
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-02 COMMENT Lyle Stein

Great company. Have done a really good job. He is particularly impressed that now they have a lot of their assets in place, they are raising their dividend. He can see future dividend growth over this.


Price:
$39.180
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-01 COMMENT Barry Schwartz

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? If you look at their cash flows, both companies are going to be fine at $70 oil. Slashed their growth budgets, but they will make it. He likes both of them.


Price:
$38.410
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-11-27 TOP PICK Martin Davies

Excellent at how the management has consistently delivered on what they are trying to do.  They brought an oil sands mine on stream on time and on budget.  Very few can do this.  Still produce a tremendous amount of free cash flow.  Amazingly diverse group of assets. It is compelling. Over time it should re-rate itself.


Price:
$38.450
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2014-11-27 BUY Paul Harris, CFA

Great management and incredibly well run.  A fantastic company.  Dropped to the lows of October so he would look to buy more at these levels.  At some point oil will stabilize and then go up.


Price:
$38.450
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
CAUTIOUS on OIL
Owned:
Unknown
2014-11-18 COMMENT Michael Bowman

What is really important to look at in oil companies is Cost per Barrel. (He had this information in a Globe column 2 weeks ago.) This is the key number. With oil at around $74-$75, this is a time you have to be picking away at these types of things. On the other hand, maybe you should wait a month or so when oil moves up from $74, and then start picking away. There is some value here right now.


Price:
$40.460
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2014-11-12 TOP PICK Paul Gardner, CFA

2.17% dividend.  He sold BCE-T to buy this position.  This is a great opportunity to own some really cheap assets.  Oil prices are stable out West relative to WTI. 


Price:
$41.910
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-11 WAIT Christine Poole

Amongst the senior producers, this is the one that she likes the best. She wants to see some stability in the crude oil price. Once we get there, this is definitely a name that she might be adding to portfolios.


Price:
$41.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-11-07 BUY Michael Decter

You have to be very disciplined on the producers. Buy them low and Sell them high and you shouldn't be greedy. You are never going to get it right at the bottom, but he thinks it is not in a bad range now so try to get it around $40 or below, which is a pretty good Buy on this company. Extremely well-run.


Price:
$40.870
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2014-10-30 TOP PICK Paul Harris, CFA

Great Canadian oil company. Trades at 5X cash flow. About to throw off about $6-$7 billion free cash by about 2018. Great management. This pullback is a great opportunity to buy the stock. Yield of 2.35%.


Price:
$38.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2014-10-23 TOP PICK Bill Harris, CFA

Take advantage of this oil price selloff to pick this up.  Throws out an incredible wall of cash.  4 years out it will be extraordinary.


Price:
$39.550
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-16 BUY Stan Wong

This stock was definitely oversold. The dominant name in Western Canada with additional operations in the North sea and Africa. Extremely well managed. Solid property and good acquisitions. Low cost of production. Cash flow is the key for this company. He would own this for the long-term. 2.7% dividend that will grow.


Price:
$37.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
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